UPS Is Firing Its Biggest Customer -- And Wall Street Finally Understands Why

Investors were not pleased with UPS (NYSE: UPS) in early 2025 when the company announced plans to reduce deliveries for Amazon by more than 50% by late 2026. The move would lead to a full-year revenue decline and force a broad restructuring of the company's delivery network to account for the reduction in package volume. With the plan now well underway, the stock market is finally getting on board. UPS stock rose on Tuesday morning after the company beat expectations for the fourth quarter and announced ...